Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Buy
456
+58
+15% +$17.1K ﹤0.01% 720
2025
Q1
$78.6K Buy
398
+202
+103% +$39.9K ﹤0.01% 870
2024
Q4
$43.1K Sell
196
-44
-18% -$9.68K ﹤0.01% 974
2024
Q3
$56.7K Buy
240
+172
+253% +$40.7K ﹤0.01% 835
2024
Q2
$16.6K Sell
68
-231
-77% -$56.5K ﹤0.01% 1138
2024
Q1
$56.5K Buy
+299
New +$56.5K ﹤0.01% 808